Peter Wolfram work email
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Peter Wolfram personal email
Senior Manager in Advice Technical Support with over 20 years' experience in the financial services industry. An effective leader of teams of up to 10 people in technical services and advice remediation. Proven technical experience with a strong understanding of superannuation, SMSFs, taxation, income streams and related financial planning strategies.Proficient in oral and written communication with an ability to translate complex advice areas into customer friendly terms. I have the ability to solve in depth queries in a methodical manner, consulting with stakeholders to find appropriate solutions, whilst maintaining a high level of quality.I aim to boost confidence by sharing knowledge and encourage the development of team members with my ability to form strong partnerships with fellow professionals and build strong channels of communication with stakeholders.
Ironbark Asset Management
View- Website:
- ironbarkam.com
- Employees:
- 64
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Product AnalystIronbark Asset ManagementSydney, Nsw, Au
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Product Disclosure ManagerMlc Asset Management Mar 2024 - PresentSydney -
Equities AssociateCommsec Sep 2023 - Mar 2024Sydney -
Senior Manager Adviser GovernanceColonial First State Dec 2022 - Jun 2023Sydney -
Product Disclosure ManagerColonial First State Mar 2021 - Dec 2022Sydney, New South Wales, Australia
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Subject Matter Expert - Advice RemediationKpmg Australia Feb 2019 - Mar 2021Sydney- Responsible for all aspects of technical support, QA, reviewing/resolving escalations and queries.- Assisted in coaching case assessors, provided training and development of technical content.- Detailed understanding of client policy, procedures, methodologies/guidelines and how these are applied in a remediation context. -
Senior Manager, Advice Technical Support. Advice Review ProgramCommonwealth Bank Feb 2016 - Feb 2019Sydney, AustraliaI provide technical support to the Assessment team as well as the wider advice remediation program and act as a financial planning and advice subject matter expert and coach.I wrote assessment guidelines, training materials and internal accreditations up skilling the quality assurance of the assessment team. I also developed and delivered training on specialist advice areas including SMSFs, defined benefit schemes, UK pension transfers and annuities to the wider Advice Review program. -
Team Manager, Advice Review ProgramCommonwealth Bank Feb 2015 - Feb 2016Sydney, AustraliaTrained and developed graduate case assessors into experienced case assessment managers and provided continual and effective technical support to staff and the wider program stakeholders.
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Technical Services Manager, MywealthCommonwealth Bank Jul 2012 - Jan 2015SydneyMyWealth provided an online platform for do-It-yourself investors who are looking to create and manage their own investments. It offered investors an investment dashboard of ASX200 shares, property, bonds and cash products as well as a newsroom, community and SMSF information hub.I developed and wrote content for the educational learning hub modules and news pages covering all areas of financial planning and investments. I also monitored and responded to technical queries as SME on the online Q&A page.
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Technical Services Team Manager - FirsttechColonial First State Sep 1995 - Jun 2012SydneyI managed the inbound technical services phone team which provided specialist technical support to the CFS business and its advisers on all technical matters relating to superannuation, retirement incomes, SMSFs, social security and associated taxation issues. Founding member of FirstTech for 13 years and contributed to being ranked consistently first by advisers for Technical Support in Wealth Insights Fund Manager Service Surveys. I also managed the signoff and ongoing editorial development of the FirstTech Super and Pocket Guides. These guides have become highly sought after reference tools by financial planners.
Peter Wolfram Skills
Peter Wolfram Education Details
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Graduate Diploma Of Financial Planning -
Management
Frequently Asked Questions about Peter Wolfram
What company does Peter Wolfram work for?
Peter Wolfram works for Ironbark Asset Management
What is Peter Wolfram's role at the current company?
Peter Wolfram's current role is Product Analyst.
What is Peter Wolfram's email address?
Peter Wolfram's email address is pw****@****.com.au
What schools did Peter Wolfram attend?
Peter Wolfram attended Kaplan Australia, Western Sydney University, Waverley College.
What skills is Peter Wolfram known for?
Peter Wolfram has skills like Superannuation, Wealth, Wealth Management, Strategy, Financial Services, Retirement, Retirement Planning, Pensions, Banking, Smsf, Strategic Financial Planning, Technical Writing.
Who are Peter Wolfram's colleagues?
Peter Wolfram's colleagues are Elaine Brogan, Krystell Jan Hernandez, Yoshan Hippola - Cpa (Aust.), Cfa, Acma (Uk), Rene Daquino, Lucinda Cheshire, Carmel Rose, Scott Baker.
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Peter Wolfram
Peter Wolfram - Personalberatung | Ihr Partner In Der Personalberatung Für Die Bauwirtschaft & ImmobilienwirtschaftVienna1peterwolfram.at -
Peter Wolfram
Ceo & Owner, Wolfram Werbung Representing Wallpaper, Damn, Max; Publisher At Sablos, Co-Owner Of Mediterana Gmbh & Co.Kg, Europe'S Unique Day SpaUnterföhring1wolframwerbung.com -
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